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ASVRX vs JSVZX
ASVRX vs JSVZX Comparison
Open Charts ASVRX vs JSVZX
American Century Small Cap Value R
Price$8.98
Change+$0.04 (+0.45%)
VolumeN/A
Net Assets3.91B
JPMorgan Small Cap Value R2
Price$26.16
Change+$0.23 (+0.89%)
VolumeN/A
Net Assets1.25B
ASVRX vs JSVZX Comparison Chart in %
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ASVRX vs. JSVZX commentary
Jan 15, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ASVRX is a Hold and JSVZX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.91B vs. JSVZX (1.25B). ASVRX (0.60) and JSVZX (0.59) have matching dividends . ASVRX was incepted earlier than JSVZX: ASVRX (16 years) vs JSVZX (17 years). JSVZX (1.60) and ASVRX (1.58) have similar cost to investors . JSVZX is a more actively managed with annual turnover of: 72.00 vs. ASVRX (39.00). JSVZX has a lower initial minimum investment than ASVRX: JSVZX (0) vs ASVRX (2500). JSVZX annual gain was more profitable for investors over the last year : 9.75 vs. ASVRX (-11.61). ASVRX return over 5 years is better than : 1.02 vs. JSVZX (-2.29).
| ASVRX | JSVZX | ASVRX / JSVZX | |
| Total Expense Ratio | 1.58 | 1.49 | 106% |
| Annual Report Gross Expense Ratio | 1.58 | 1.60 | 99% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 4.662 | 5.664 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 1.25B | 313% |
| Annual Yield % from dividends | 0.60 | 0.59 | 103% |
| Returns for 1 year | -11.61 | 9.75 | -119% |
| Returns for 3 years | -3.40 | 15.90 | -21% |
| Returns for 5 years | 1.02 | -2.29 | -44% |
| Returns for 10 years | 37.65 | 31.51 | 119% |
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